Head of Client Success and Advisory - Boston

We are seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. · This role is responsible for developing and executing strategies that deepen client relationships drive loyalty and expan ...

We are seeking a dynamic and strategic leader to oversee a team of home-office-based financial advisors dedicated to creating meaningful client engagements. · ...

G2 Capital Advisors is a multi-product and sector-focused investment bank and restructuring firm. We are always searching for entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients. · We help our clients ac ...

The team is seeking a Manager-level professional to support continued growth in its Deal Advisory practice but remains open to top-performing Senior-level candidates who are ready to take the next step. · Professionals in this role gain hands-on exposure to buy-side and sell-side ...

DLA helps clients tackle complex challenges and provides tools for growth while prioritizing employee well-being. · Spearhead market development and relationship building across advisory services. · ...

The team is seeking a Manager-level professional to support continued growth in its Deal Advisory practice. · Professionals in this role gain hands-on exposure to buy-side and sell-side transactions, · direct client interaction, · and the opportunity to develop into long-term dea ...

We help our clients tackle complex financial and operational challenges while making sure our people have the tools, flexibility, and support to thrive. Our teams partner with middle-market organizations, private equity firms, and portfolio companies to deliver solutions across A ...

+Job summary · The Vice President of Account Management plays a pivotal role in ensuring our clients achieve their strategic objectives and experience measurable success with Newfire.We've historically grown through word-of-mouth, building purpose-driven companies like Care Lumen ...

The Vice President of Account Management plays a pivotal role in ensuring our clients achieve their strategic objectives and experience measurable success with Newfire.Newfire is a global tech advisory and venture-building firm at the intersection of delivery, innovation, and imp ...

+The Vice President of Account Management plays a pivotal role in ensuring our clients achieve their strategic objectives and experience measurable success with Newfire. Reporting to the Chief Commercial Officer, this leader will oversee the account management organization respon ...

We are seeking highly motivated students with strong analytical abilities to join our Portfolio Valuation practice as Summer Financial Analysts. · Houlihan Lokey's Portfolio Valuation ( ...

Major Domestic/international asset-management firm seeks a successful Financial Investment Sales .Executive. · ...

We are seeking a Summer Financial Analyst to join our Portfolio Valuation practice. As a member of our team, you will develop complex financial models, analyze financial statements and industry conditions, and participate in marketing efforts. · Developing complex financial model ...

The Massachusetts Board of Library Commissioners seeks an experienced library professional to join our agency as the Head of Library Advisory and Development/Government Liaison. · A) five years of full-time or equivalent part-time, professional, administrative, supervisory, or ma ...

Ideal candidate has extensive successful sales experience to affluent individual clients with a leading financial services or banking institution and is interested in moving to a position with greater potential for financial growth. · Major Domestic/international asset-management ...

We currently have an exciting career opportunity for a Senior Manager to join the team in our Transaction Advisory Services practice in our Boston office.CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance servi ...

Newfire is a global tech advisory and venture-building firm at the intersection of delivery, innovation, and impact.The Vice President of Account Management plays a pivotal role in ensuring our clients achieve their strategic objectives and experience measurable success with Newf ...

The Director Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth and the seamless execution of advisory-led client experiences. · This role serves as a strategic and accountabil ...

The open position is for an associate based in our New York, Dallas, Chicago, or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, financial services, · healthcare). As a professional i ...

+Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. · + · +Perform financial analyses and ...